LONAX Mutual Fund

LONAX Mutual Fund

NAV$16.55
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Showing the top 10 of 962 holdings · as of Feb 28, 2026
Top 10 weight
2.44%
LONAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
EVRG
Evergy Inc.Utilities · Electric Utilities
0.27%		0.3%3,396$284.1KUtilitiesElectric Utilities
2
DUK
Duke Energy CorpUtilities · Electric Utilities
0.26%		0.5%2,101$274.9KUtilitiesElectric Utilities
Sector and industry · Pro
3
IDA
Idacorp Inc Ida
0.26%		0.8%1,949$280.6K
4
LNT
Alliant Energy Corp.
0.24%		1.0%3,522$254.8K
5
AFL
Aflac Inc.
0.24%		1.3%2,302$260.0K
6—Firstenergy Corp Sr Unsec
0.24%		1.5%4,979$254.7K
7
WEC
Wec Energy Group Inc.
0.24%		1.8%2,177$254.6K
8
DTE
Dte Energy Co.
0.23%		2.0%1,666$247.0K
9
OGE
Oge Energy Corp.
0.23%		2.2%4,913$241.4K
10
AEE
Ameren Corp
0.23%		2.4%2,147$243.2K
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Themes in the top 10
Energy SecurityEnergy TransitionInfrastructureClean EnergyClimate SolutionsInflation ProtectionInsurTechHealth InsuranceUrbanizationEnvironmental Solutions

LONAX Mutual Fund Top Holdings

LONAX holdings top 10 positions. The top 10 holdings account for 2.4% of the fund, led by Evergy Inc. at 0.3%, Duke Energy Corp at 0.3%, Idacorp Inc Ida at 0.3%.

LONAX portfolio concentration is well-diversified, with the top 10 representing 2.4% of total assets. The largest sector exposure is Financials at 23.9%.

LONAX sectors provide a detailed breakdown. LONAX overlap shows how holdings compare to other funds in your portfolio.